Recording Contact with Customer

This guide will show you how to record any correspondence within Rezi.

Once in Rezi, click on the 'Plus' button and click on 'Log a call or contact'. 

If you do this from a property or contact card, it will prefill the information on the person and property. You can change this if you wish.

If you are doing this from the homepage, simply search for the customer if they are already in rezi. If they aren't simply click 'add a new customer'. Fill in the properties details too if they are needed.

  

Select from the options on the right of this screen you can record the type of correspondence and who contacted who. There is also a notes section to write down what was discussed and when finished, hit 'Record'.

This will now be recorded against this contact card and appear on the timeline.

• Related Articles

• Sending Bulk Correspondence

  If you want to contact multiple clients via one method then bulk correspondence is the best way to achieve this. Many agents use this to send the 'Are you still looking?' email and this is the best way to do it. See our video guide to 'Send Bulk ...

• Recording an Offer

  In this guide we will show you how to record an offer on a property. You will be able to add any offer onto the property via the offer tab so you can contact the vendor and wait for their decision. To see a video guide on this, please see our guide ...

• Recording an Offer

  In this guide we will show you how to record an offer on a property. You will be able to add any offer onto the property via the offer tab so you can contact the vendor and wait for their decision. To see a video guide on this, please see our guide ...

• Recording Viewing Feedback

  One of the most vital parts of the viewing process is collecting feedback once the viewing has taken place. There are a few ways to do this on Rezi, this guide will show you how to collect feedback via the 'Viewing Feedback Feature.' To open the ...

• Managing Viewing Feedback

  In this guide, we will show you how to manage viewing feedback. You can first do this from the Property tab. Then scroll down the page and click viewing feedback. Once clicked this will open up the list of feedback to chase. Once in the list, this ...